Tax & Strategic Packages
Plans that provide solutions to an issue that can be handled with short-term engagements. Ideal for those who want quick one-off solutions or prefer a DIY approach.
Strategic Support
Plans that offer solutions for problems that can be addressed in one-time meetings or in 2-3 hours (including internal work and client-facing meetings).
Tax Preparation
Follow our proven 3-step process to have your individual and/or business taxs prepared. (1) Upload documents (2) Fill out Tax Organizer (3) Schedule Intake appointment = Taxes Filed!
Bookkeeping for Prior or Current Year Tax Filing
Our bookkeepers and tax experts enter and review your data to create a clear and accurate profit & loss statement.
Start Your Business
Our business team provides personalized business formation recommendations and takes care of the registration process, followed by a strategy session for next steps.
Other Strategic Packages
Call for a consultation if you are interested in tax planning, tax liability review (i.e. W-4 assistance), business entity consultation, IRS problem-solving, financial growth plans for individuals and families, and more.